Member Info for Full_Moon

Timely TR1 increase from Keith Morris who is very close to the board: 8% up to 18%

Perhaps he knows what’s coming

Something massive on the way for QDE & MET1??

MET1 same funders

Followed the same trajectory

And now I believe the bottom is in. Huge potential from here MET1

Too moon shot same as QDE???

“Importantly, MPL has executed an agreement with a leading international oil and gas company, amongst others, which has committed to invest a significant part of the amount required to redeem the outstanding debt in full, as well as offering funds for the future development of the project. In parallel, the Company has received strong support from investors both in the UK and internationally to participate in a full refinancing of the debt in order to restore the asset to MPL ownership and future business operations.”

Could be -

£160m spent building the infrastructure

£1.5m market cap

A large O&G company waiting to settle the debt

This could be MBO on steroids

Have been holding Silver Bullet for months

Company looks set on a positive path at last.

Let’s see what the next few weeks and months brings. Bullish

PYX is trading at roughly £2m market cap despite having tens of millions in assets and several million dollars of cash, which tells you the market is almost entirely pricing in regulatory risk rather than operational failure. This isn’t a typical cash-burning junior — they haven’t rushed into a desperate fundraise, which strongly suggests management believes mining will resume. If the Indonesian licence returns, the valuation gap is so large that a 5–10x rerate is very plausible, because the stock is currently priced as if production might never restart. The key point investors often miss is that the suspension affected multiple operators, making it far more likely a policy pause than a company-specific issue. In short — it’s a classic high-risk, high-reward binary setup where downside is somewhat understood, but the upside on regulatory clarity could be very sharp.

The upside potential is undeniably attractive if things go right. PYX today has a micro-market capitalisation (after a 92% yearly drop) that essentially prices in a disaster. Any resolution of its problems could prompt a significant re-rating. In a scenario where the Indonesian government reinstates the RKAB system in Q1 2026 and PYX, the stock could rally strongly – potentially multiplying 3-5x from current levels as optimism returns. Beyond the immediate pop, there is a credible fundamental story: PYX is one of the world’s larger publicly listed zircon resource owners , and zircon’s long-term market outlook is positive (driven by ceramics demand and new tech applications). If PYX comes out the other side of this hiatus, it could quickly resume generating revenue (it historically produced ~10,000+ tonnes of zircon annually at full tilt) and even pursue expansion via its second deposit Tisma. In that sense, the current low share price could prove to be an opportunistic entry point for those betting on a successful restart.

‘All the tougher rhetoric and production controls are focused on coal and nickel, not niche commodities like PYX’s. Zircon doesn’t sit in a strategic or politically sensitive category, and there’s no indication it’s being targeted for additional pressure as part of the current RKAB reset. In short, PYX isn’t mining something the government wants to discourage — it operates in a far less politicised corner of the sector’

Unless I’m missing something this is the best play on the AIM market @ £2m mkt cap - simply wait a number of weeks for their mining licence renewal and the SP has to rerate north of 2p in very short order

#PYX is a long-standing producer that’s operated in Indonesia since 2015, and the licence issue came from a sector-wide regulatory reset, not from any breach or wrongdoing. The government has now restarted RKAB approvals, including for non-SOE and foreign-linked companies, and PYX has the cash, low burn, and compliance history to sit it out and meet the new terms. That puts them in a far better position than marginal operators

Hard to ignore the balance sheet here. PYX is sitting on ~US$5m cash with a market cap of only ~£2m, no bank debt, and shareholder funding that’s explicitly supportive and non-recallable. Cash burn while suspended is tiny, so there’s no forced dilution pressure. Structurally this isn’t a distressed miner — it’s a solvent company priced like it’s going bust. If the licence comes back, the disconnect between cash, assets and market cap looks pretty extreme.

Delay from previous commentary by the company

Getting beyond a joke now

Hopefully they actually complete this thing and there aren’t more surprises

Share price really firming up. only a few days left to find out if MPL is destined to increase its price far over what it is today. my belief is they will win, based off rns excerpts and bod comments

SEED next? robotics, could follow with CYK being AI etc

Court case and probably result on Wednesday. i believe they will be successful, RNS suggests court is in their favor and the way it works in india, the judge wont want their valuable assets sold off on the cheap. we also have confirmation from the nomad via rns that they have a £15m credit facility. on top of that - MPL has said they can pay the funds. high risk obviously as if unsuccessful future is unknown. however if successful, im expecting 5p+... all to be revealed in the coming days

Bit of a nothing RNS but i guess they all help

Potential court case win based on RNS excerpts. Jan 14th for a decision

Looks strong here well done. Expecting similar with blu vortex volumes up

Successful definitive agreement to acquire Andacollo project - very positive. Well done holders

With bitcoin moving up and vortex volumes increasing this should be set to increase